"Interestingly, based on the latest set of results, and remember the banking crisis started to occur in March, our companies by and large, were still able to access the debt markets, and they've still been able to access credit through their banking relationships. We haven't seen any real major disruption yet in terms of what our companies are able to do.”

Quay’s Chris Bedingfield speaks with Bennelong Account Director, Mai Platts, about latest results from reporting season, Quay’s current portfolio positioning, the opportunities in residential and self-storage, and the ongoing impact of inflation and bank failures.

This episode covers:
Results from the latest reporting season
Quay’s current portfolio, and the opportunities going forward for residential and self-storage
Chris’ view on when inflation will level out
The current impact of the US banking failures on commercial property
The macro concern keeping investment managers up at night

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The content contained in this audio represents the opinions of the speakers. The speakers may hold either long or short positions in securities of various companies discussed in the audio. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely as an avenue for the speakers to express their personal views on investing and for the entertainment of the listener.

"Interestingly, based on the latest set of results, and remember the banking crisis started to occur in March, our companies by and large, were still able to access the debt markets, and they've still been able to access credit through their banking relationships. We haven't seen any real major disruption yet in terms of what our companies are able to do.”
Quay’s Chris Bedingfield speaks with Bennelong Account Director, Mai Platts, about latest results from reporting season, Quay’s current portfolio positioning, the opportunities in residential and self-storage, and the ongoing impact of inflation and bank failures.
This episode covers:
<ul>
<li>Results from the latest reporting season</li>
<li>Quay’s current portfolio, and the opportunities going forward for residential and self-storage</li>
<li>Chris’ view on when inflation will level out</li>
<li>The current impact of the US banking failures on commercial property</li>
<li>The macro concern keeping investment managers up at night</li>
</ul>
Thanks for listening. If you have any questions, or want to learn more, visit our <a href="https://www.bennelongfunds.com/">website</a>.<a href="https://www.bennelongfunds.com/"></a>
<a href="https://go.bennelongfunds.com/Subscription-Management-2020_Website.html">Subscribe </a>to receive regular insights.
The content contained in this audio represents the opinions of the speakers. The speakers may hold either long or short positions in securities of various companies discussed in the audio. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely as an avenue for the speakers to express their personal views on investing and for the entertainment of the listener.

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